December 5, 2025
We help you invest smarter — through experience, alignment, and independence.
Carlton Lane was built for investors who want more from their investments: those who want access to alternatives and family-office-grade due diligence, without the expense of a traditional family office.
We serve individuals who feel that they have outgrown traditional advisors' offerings and want access to private deals.
Carlton Lane exists to bridge the gap between high-net-worth investors and exclusive private real estate opportunities, helping investors build lasting wealth. We understand the complexities of today’s financial products and offer curated access to private real estate, tax-advantaged vehicles, and private market opportunities that differentiate from public markets.
At Carlton Lane, we believe wealth is built intentionally. Investing is a journey, and as co-investors, we stand alongside you in the deals we bring to our investors. Always with a bias toward strong due diligence, aligned interests, and long-term results. Through direct access to private real estate, tax-efficient structures, and intelligent capital formation, we help you invest smarter.
What We Offer
As an independent real estate private equity company, we provide institutional-level due diligence on private real estate opportunities to accredited investors.
- Exclusive Private Real Estate
Multifamily, Industrial, Medical, Storage, Land
- Curated Alternative Investments in Tax-Advantaged Structures
OZs, DSTs, Roth Conversion, Bonus Depreciation, Oil & Gas
- Due Diligence
We work with investors looking to expand past Wall Street’s mass-market model and cookie-cutter portfolios. These investors are ready to “graduate” from basic financial planning to an investment partner who understands structure, tax sensitivity, legacy, and long-term stewardship. Carlton Lane was created to serve the new generation of investors, those seeking access, transparency, and partnership without the expense of a traditional family office. Click the tiles below to learn more.
You’ve built a successful career. Now it’s time to build intentional wealth.
As a high-income professional, you've accumulated capital through expertise, discipline, and drive.
We understand the complexities of your financial life and the limited time you can dedicate to your investments. Let us help you gain more time to spend doing what you love, we have your back.
We work with families who have built something meaningful — and want to preserve it. Whether you're selling a business, planning for succession, or seeking diversification, Carlton Lane helps you structure your capital with clarity and purpose.
We seek opportunities where the risk-return profile is truly asymmetric — where the potential upside meaningfully exceeds the risk taken.
Read a summary of the investment opportunities available below. For more information, view the deal page for each investment.
CL BIG SKY MEDICAL Access Fund
The Big Sky Medical Fund purchases long-term net leased medical office buildings in select southern markets, focusing on single-asset purchases. We invest in medical properties that fall into a market “sweet spot” most buyers can’t access. Individual properties are too large for typical 1031 investors and too small for major institutions.
By buying these assets at attractive prices and building a larger, diversified portfolio, we seek to unlock additional value that individual deals alone can’t achieve.
CL TKVA Access fund
The Fund lends money to necessity based real estate projects that underpin daily life.
The Fund will focus on lending solutions for NNN borrowers with strong real estate collateral occupied by creditworthy tenants. The Fund provides short-term, small balance financing (previously serviced by banks) that provides attractive and stable current income to investors.
These investments are designed to perform across market cycles, delivering predictable cash flow, downside protection, and long-term durability.
Scroll below to find investor resources and updates.
Please complete the form below to receive more information. You will receive a call from our team to address any questions you may have and to assist you in taking the appropriate next steps.
You qualify as an Accredited Investor if, for individuals, you have an annual income of over $200,000 (or $300,000 jointly) or a net worth of over $1 million (excluding your primary residence). Or by being an institution with over $5 million in assets.
Carlton Lane Capital is an Exempt Reporting Advisor with the SEC. The information provided on this site does not constitute investment advice and is not an offering or solicitation. Because investor situations and objectives vary, this information is not intended to indicate suitability or a recommendation for any individual investor. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Securities offered through Great Point Capital, LLC, member FINRA/IEX/SIPC. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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